According to the latest analysis by DRAMeXchange, a division of TrendForce, global mobile DRAM revenue reached US$3.851 billion in the second quarter, a 7.7% increase versus the prior period. The percentage of mobile DRAM revenue within the total DRAM sales also rose to 33.7% and is expected to keep rising.
NAND flash suppliers’ revenue results, profit margins and other performance indicators varied because of differences in their eMMC, eMCP and SSD product strategies. Suppliers are working hard to accelerate the development of 15nm and 16nm TLC-based products such as eMMC, eMCP, SSD and other embedded products.
DRAMeXchange, a division of TrendForce, reports the global DRAM industry revenue reached US$11.4 billion in the second quarter, down by 4.8% from the previous quarter. Industry revenue fell despite bit supply growth due to an about 10% quarterly decline in the average contract price. All DRAM makers experienced revenue decline during the off-peak season, but their margins did not shrink significantly as they continue to advance their process technology.
The latest DRAM price report from DRAMeXchange, a division of TrendForce, finds the average contract price of DDR3 4GB memory products fell 15% from US$24 in June to US$20.5 in July, but the lowest price in the contract market is now at US$20. “The global economy has entered an uncertain period,” said DRAMeXchange’s Assistant Vice President Avril Wu.
The latest report from DRAMeXchange, a division of TrendForce, indicates that the general demand in the server DRAM market has yet to recover at the start of the third quarter. With demand not picking up, original DRAM suppliers are having difficulty in maintaining their prices.